Expertise
- Estate planning
- Estate planning; Wills; LPA’s;
- Estate tax planning
- Wills
- Wills & Trusts
- Wills & Probate
- Will Writing
- will trusts
- Wills and Estate Planning
- Wills, Trusts and Inheritance
- power of attorney
- LPA
- Trusts
- Trust Planning
- Funeral Planning
- Funeral plans
- Inheritence tax planning
- Financial Advice
Summary
Matthew has worked as an Estate Planner for over 9 years. Initially he was the Senior Estate Planner and Will Writer for a large national financial services company. In early 2015 Matthew decided to break from this IFA firm and setup his own company, MW Estate Planning Ltd.
Matthew is a qualified STEP Advanced Will Writer. He is also a Society of Will Writers qualified Estate Planner having attended numerous the College of Will Writer courses on various subjects from business tax planning, Trusts, Deputyship orders in additional to many different Will writing courses.
Matthew adheres to the Society of Will Writers strict Code of Practice, which governs ethical client interactions and includes mandatory PI cover and a certain number of hours training per month. So we are up to date with the latest developments and tax laws.
On a personal note, Matthew is married to Nicky and lives in Poole and is a keen golfer.
Experience
-
MW Estate Planning
Director
- Current
Education History
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Advanced Will Writer
STEP
2020 - 2020STEP Advanced Will Writer
Interests and Hobbies
Golf
